Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RRPYX (Columbia Retirement Plus 2045 Z) | NA | 11.31% | 9.37% | -0.76% | NA | NA | NA | … | … |
Data as of 08/27/2012, Common starting date is 12/12/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RRPYX (Columbia Retirement Plus 2045 Z) | 12/12/2006 | 08/27/2012 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.34 | 11.31 | 9.37 | -0.76 | NA | NA | NA | … | … | 9.82 | -2.03 | 13.72 | 20.55 | -35.77 | 5.96 | 0.73 |
| Sharpe Ratio | NA | 0.81 | 0.54 | -0.05 | NA | NA | NA | … | … | 1.28 | -0.10 | 0.81 | 0.94 | -1.11 | 0.17 | 0.36 |
| Standard Deviation(%) | NA | 17.25 | 17.17 | 22.49 | NA | NA | NA | … | … | 11.94 | 20.94 | 16.84 | 21.66 | 33.04 | 16.65 | 35.99 |
| Draw Down(%) | NA | 10.62 | 19.74 | 52.78 | NA | NA | NA | … | … | 9.69 | 19.74 | 13.89 | 23.94 | 45.37 | 11.14 | 5.68 |
| Yield(%) | 0.00 | 2.77 | 2.88 | 3.04 | 1.85 | 1.24 | 0.93 | … | … | 0.45 | 2.22 | 2.22 | 3.53 | 0.84 | 9.10 | 3.02 |
Data as of 08/27/2012, Common starting date is 12/12/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRPYX (Columbia Retirement Plus 2045 Z) |
-10.68%
Jun 2007 – Jun 2010 |
-2.78%
May 2007 – May 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RRPYX (Columbia Retirement Plus 2045 Z) |
20.88%
Feb 2009 – Feb 2012 |
0.08%
Mar 2007 – Mar 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart